Client Services Associate

Registered Client Service Associate

Date posted: October 29, 2025

Pay: $70,000.00 - $85,000.00 per year

Job description:

Lindberg and Ripple is an independent investment and insurance advisory firm providing sophisticated Wealth Management and innovative Insurance Solutions for wealthy families, successful executives, and business owners. With over 40 years of experience, we offer individually tailored strategies, customized to meet our clients' unique financial goals. Lindberg & Ripple has offices in West Hartford, CT and Palm Beach Gardens, FL. This position would is located in the Palm Beach Gardens location.

Registered Client Service Associate

Lindberg & Ripple – Palm Beach Gardens, Florida

This is a full-time on-site role for a Registered Client Service Associate. The successful candidate will be responsible for providing exceptional client service and internal support to our team of investment advisors. Daily tasks include handling client inquiries, managing account documentation, assisting with financial transactions, and coordinating with other team members to deliver seamless service. The role demands excellent communications skills and a strong understanding of investment-related client needs.

Qualifications:

• Client Service, Customer Support, and Customer Service skills.

• Strong written and verbal communication skills.

• Understanding and knowledge of Investment Advisory client needs.

• Experience in handling multiple client inquiries at a time- prioritization is essential.

• Ability to work collaboratively with team members.

• Bachelor’s degree in Finance, Business, or related field preferred.

• Securities license (advisory) preferred

Job Type: Full-time

Benefits:

• 401(k)

• 401(k) matching

• Dental insurance

• Flexible spending account

• Health insurance

• Health savings account

• Life insurance

• Paid time off

• Tuition reimbursement

• Vision insurance

Ability to Commute:

• Palm Beach Gardens, FL 33410 (Required)